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10 Cards in this Set

  • Front
  • Back
(1) "I'm not interested."
"I understand. Many of our existing clients initially had the same reaction until I had the chance to show them what a dramatic difference a personal review can make. Let's get together and talk. Is Monday or Wednesday evening better?"
(2) "I don't want to feel obligated to buy anything."
"I understand, and I'm glad you said that because I'm not here to sell you anything. I'm here to educate and advise you on what your options are, and you can choose what is best for your family. We help you do a personal financial review at no cost to you, with no obligations. Fair enough? So which evening is better for you, Monday or Wednesday?"
(3) "We already have a financial professional."
"You know, many of the people we work with now initially told us the same thing, until we had a chance to show them how we could actually complement what they were already doing. Let's get together and visit."
(4) "I don't have any money to invest/We're broke/We're living paycheck to paycheck."
"I understand. We hear that pretty often, and that's actually one of the reasons to get together. Our company specializes in showing families how to take dollars they're already spending and restructure it to find dollars they can use to save for their financial future. The most exciting part of this is that we don't charge the client a dime to show them how to implement it. Let's get together and talk about it, okay?"
(5) "I already have a job."
"Excellent point. You don't have to leave your job. This is meant to enhance what you earn, not replace it. Would that work for you?"
(6) "I need to talk to my spouse."
"Yes. I think that would be a good idea. We recommend making those decisions as a family. When is he/she available?"
(7) "I need to think about it."
"I hear what you are saying. Maybe I could help you with that. What areas of concern do you need more information or clarity on?"
(8) "I don't know that many people."
"I understand that concern. What I discovered was that everyone I knew, knew several people, and so on. Do you know a few?"
(9) "Do I have to talk to friends/family?"
"Good question. Do you want to talk to your friends and family?"
(10) "How much is this going to cost?"
"I'm glad you asked. How much would it be worth in your future to have an education about how money works? How much would it cost to go to college for four years to learn about it? I am embarrassed tell you. It's only $100 ($125 in Canada), plus the cost of the licenses and securities registration. When we get together, I'll show you how it works. Will tomorrow work?"